How to create a bank transfer statement?

The Create New Bank Transfer button displays only if there are employees pending for bank process. To directly go to this page, go to Actions > Payroll > Bank Transfer.

Click CREATE NEW BANK TRANSFERto start the Bank Transfer

In the Transfer Type page, select bank details (Employer Bank provides employees the flexibility of selecting from a choice of banks with whom your org has tie up. Employee Bank requires you to use the template for the transfer process of the empaneled bank.)

In the Transfer Type page, select bank details as follows (Employer Bank provides employees the flexibility of selecting from a choice of banks with whom your org has tie up. Employee Bank requires you to use the template for the transfer process of the empaneled bank)

in the Select Employees page, select employees from the Employee Filter drop-down list or click plus to select from a combination of filters.

Click error to view records with error. By default, greytHR displays all records.

In the Options page, enter details

Click finish to display the download page.

Download the file and/or close to return to the Bank Transfer

Watch the video to know how to create Bank Transfer Statement template on greytHR